ASPCX Mutual Fund

ASPCX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
-6.23%
3 Months
+2.05%
6 Months
+6.02%
YTD
+3.86%
1 Year
+13.31%
3 Years (annualized)
+27.72%
5 Years (annualized)
+10.71%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+6.23%
vs Peers
-2.38%

ASPCX Mutual Fund Performance

ASPCX performance across multiple time periods: 1-month -6.23%, YTD 3.86%, 1-year 13.31%, 3-year 27.72%, 5-year 10.71%, 10-year 15.75%.

ASPCX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

ASPCX vs another fund shows side-by-side returns. ASPCX alternatives are available in the Mutual Fund Screener.